King Wealth Management Group’s iShares New York Muni Bond ETF NYF Stock Holding History

King Wealth Management Group’s Portfolio NYF Stock Details NYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-3,500	Closed	-$201K	–	165
2020 Q3	$201K	Hold	3,500	–	–	0.05%	155
2020 Q2	$201K	Buy	+3,500	New	+$198K	0.06%	145
2019 Q4	–	Sell	-3,500	Closed	-$200K	–	145
2019 Q3	$200K	Buy	+3,500	New	+$200K	0.06%	137

Other funds holding NYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

King Wealth Management Group's NYF Position: Q4 2020 in Review

King Wealth Management Group sold out of iShares New York Muni Bond ETF (NYF) in Q4 2020, closing a stake of 3,500 shares — an estimated $201K sold.

King Wealth Management Group first reported a position in NYF in Q3 2019 and held it in 3 quarters. The position peaked at $201K in Q3 2020. 108 funds tracked by Wall St. Rank hold NYF as of Q4 2020.

King Wealth Management Group reported no remaining iShares New York Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
King Wealth Management Group sold 3,500 iShares New York Muni Bond ETF shares in Q4 2020, an estimated $201K.
King Wealth Management Group first reported a position in iShares New York Muni Bond ETF in Q3 2019 and held it in 3 quarters.
King Wealth Management Group's iShares New York Muni Bond ETF position peaked at $201K in Q3 2020.
108 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2020.

Based on King Wealth Management Group's 13F filing for Q4 2020, filed 12 Feb 2021.